SDVY — FIRST TR EXCHANGE-TRADED FD

Ownership history in Key Client Fiduciary Advisors, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Key Client Fiduciary Advisors, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (SDVY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.21% (2025 Q2)
Avg. % of fund
0.76%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 156,438 -253 -0.2% 2.04% $6.0M $38.32
2025 Q3 ADDED 156,691 +1,710 +1.1% 1.97% $6.0M $37.89
2025 Q2 ADDED 154,981 +20,703 +15.4% 2.21% $5.5M $35.08
2025 Q1 ADDED 134,278 +109,976 +452.5% 2.05% $4.5M $33.19
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SDVY price (monthly, adj. close)

Other funds also holding SDVY

As of 2025 Q4 — sorted by position size

LVZ, Inc. 3Y 7Y 12.02% S Harris Financial Group, LLC 10.25% Solano Wealth Investment Advisors LLC 8.19% Spectrum Wealth Advisory Group, LLC 3Y 7.27% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 5.87% JSF Financial, LLC 3Y 4.57% Randall & Associates Wealth Management 4.54% Catalyst Investment Management LLC 4.34% PARK NATIONAL CORP /OH/ 3Y 7Y 4.07% Wagner Wealth Management, LLC 3Y 7Y 3.87%
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